Financial Advisor
WealthBridge Financial Group, Oregon, WI, United States
WealthBridge Financial Group specializes in personalized, team-based financial planning for individuals, families, business owners, and nonprofits across the United States. We offer customized strategies, including advanced planning, premium financing, CPA alliances, and innovative digital marketing solutions. Our mission is to create, protect, and grow wealth by focusing on your long-term success and best interests.
Role Description
This is a Hybrid Financial Advisor role based in Portland, Oregon or other cities in Oregon. As a Financial Advisor, you will work closely with clients to assess their financial goals and provide tailored advice on investment strategies, retirement planning, and wealth management. You will be responsible for developing financial plans, managing client portfolios, offering retirement and insurance planning insights, and ensuring clients stay on track with their financial objectives.
Qualifications
Minimum of 3 years of experience in financial services with a growing personal practice
Active Life and Health License required
FINRA Series 6/7 and 63/66 licenses preferred
(sponsorship and support available if not currently held)
Demonstrated success in client development, planning, and relationship management
Business-driven mindset with a long-term vision for growth
Must be authorized to work in the United States
Certified Financial Planner preferred, but not required with relevant experience
An understanding of compliance and regulatory requirements in the financial service industry
Proficiency in financial planning software and other digital tools is a plus
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Role Description
This is a Hybrid Financial Advisor role based in Portland, Oregon or other cities in Oregon. As a Financial Advisor, you will work closely with clients to assess their financial goals and provide tailored advice on investment strategies, retirement planning, and wealth management. You will be responsible for developing financial plans, managing client portfolios, offering retirement and insurance planning insights, and ensuring clients stay on track with their financial objectives.
Qualifications
Minimum of 3 years of experience in financial services with a growing personal practice
Active Life and Health License required
FINRA Series 6/7 and 63/66 licenses preferred
(sponsorship and support available if not currently held)
Demonstrated success in client development, planning, and relationship management
Business-driven mindset with a long-term vision for growth
Must be authorized to work in the United States
Certified Financial Planner preferred, but not required with relevant experience
An understanding of compliance and regulatory requirements in the financial service industry
Proficiency in financial planning software and other digital tools is a plus
#J-18808-Ljbffr